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Autopopulate fields by linking record to different entity record

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Posted on by Shibuya

Hi All,

In our process, we create a record in the Contact entity, then a separate record is created in the Account entity. There is a cross-over in fields between these two records, that is the First Name, Last Name and Email address. This means that once the Contact record has been created, the user would then create the Account record and re-enter the same information.

This is obviously extremely time consuming when you are repeating this process multiple times within a day. Is it possible to auto-populate these fields in the record within the Account entity based on the record created in the Contacts entity? and how would you do this?

Many thanks

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Rawish Kumar 13,756 on at

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RE: Autopopulate fields by linking record to different entity record

You can create a simple workflow or a power automate which triggers on the create of contact and just create an account record:

and map all the required fields from contact to account:
Charan Raju C R 3,155 Super User 2024 Season 1 on at

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RE: Autopopulate fields by linking record to different entity record

Hi Shibuya,

How is Contact and Account entity related? or what type of relation is between Contact and Account?

If you're trying to create an Account to link Contact as a Primary Contact, built-in field mapping feature cannot be used. You can implement javascript onload of the form to populate the First Name, Last Name and Email Address from related Account lookup already selected.